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iShares MSCI EAFE Min Vol Factor ETF
EFAV

Overview Fund Activity

341 hedge funds and large institutions have $4.8B invested in iShares MSCI EAFE Min Vol Factor ETF in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 147 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+8
Holders Change %
+2.4%
% of All Funds
7.82%
Holding in Top 10
45
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.03%
New
35
Increased
147
Reduced
112
Closed
25
Calls
–
Puts
$309K
Net Calls
-$309K
Net Calls Change
-$948K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$151M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$109M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.9M
4
Ameriprise
Ameriprise
Minnesota
+$29.7M
5
CWM
Cornerstone Wealth Management
Missouri
+$26.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$39.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$21.8M
3
Wells Fargo
Wells Fargo
California
-$21M
4
PAG
Private Advisor Group
New Jersey
-$10.3M
5
VF
Virtu Financial
New York
-$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
251
Wolverine Trading
Illinois
$288K – – –
WT
252
Whittier Trust
California
$288K +$9.02K +127 +3%
WIM
253
Westside Investment Management
California
$285K +$775 +11 +0.3%
CL
254
CPWM LLC
Washington
$283K – – –
HB
255
Homrich & Berg
Georgia
$278K -$3.63K -51 -1%
GW
256
GW & Wade
Massachusetts
$277K – – –
PAS
257
Park Avenue Securities
New York
$276K +$32.4K +460 +13%
SIAS
258
Shine Investment Advisory Services
Colorado
$274K +$5.4K +76 +2%
WTC
259
WhitTier Trust Company
Nevada
$264K – – –
VWA
260
V Wealth Advisors
Kansas
$262K – – –
FPGK
261
Financial Partners Group (Kansas)
Kansas
$260K -$4.12K -58 -2%
MA
262
Mutual Advisors
Nebraska
$260K -$2.14K -30 -0.8%
VHAM
263
Van Hulzen Asset Management
California
$257K – – –
AWA
264
ARS Wealth Advisors
Florida
$250K +$142 +2 +0.1%
MHS
265
M Holdings Securities
Oregon
$249K -$5.11K -72 -2%
IP
266
Investment Partners
Ohio
$247K +$4.92K +69 +2%
BOH
267
Bank of Hawaii
Hawaii
$233K – – –
PWW
268
Pettyjohn Wood & White
Virginia
$233K +$213 +3 +0.1%
TD Asset Management
269
TD Asset Management
Ontario, Canada
$233K +$1.78K +25 +0.8%
CS
270
Credit Suisse
Switzerland
$214K +$214K +3,007 New
LC
271
Landaas & Company
Wisconsin
$211K +$8.12K +114 +4%
JIC
272
Johnson Investment Counsel
Ohio
$205K +$205K +2,883 New
SWM
273
SeaCrest Wealth Management
New York
$204K -$9.97K -140 -5%
WIP
274
Wellesley Investment Partners
Massachusetts
$202K -$10.6K -149 -5%
AWM
275
AE Wealth Management
Kansas
$202K +$202K +2,839 New
9 10
11
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